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#82 Bill Ackman: Getting Back Up
The Knowledge Project with Shane Parrish
Starbox - Is Starbucks Taking It Away?
A big part of the edge comes from wer we're notk to do a better job predicting next quarter's earnings than people who focus on that. What we focus on is, what is this business worth over its life? And starbuck was trading as if the business had fundamentally changed. Our view as it hadn't, and that the company was taking all the right steps to address some of the performance related issues....
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